Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco PIMCO All Asset Fund Institutional in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $1.8M |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $277K |
| 3 | TAB PRODUCTS CO., LLC TAB PRODUCTS CO. TAX DEFERRED SAVINGS PLAN |
MAYVILLE WI |
| 73 |
| $16.8M |
| $257K |
| 4 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $239K |
